MUTUAL FD SER TR CATA CAXIX
MUTUAL · Open-End Fund · CUSIP 62827M540
0
institutional holders
-1 vs Q1 2024
—reported value*
0 new
0 added
0 reduced
1 sold out
net sold ≈ $177.1k (-10.0k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 1 |
| Q1 2024 | 1 |
| Q2 2024 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 0 | 0 |
| Q2 2024 | 0 | 1 |
Biggest buyers
| None |
Biggest sellers
| RiverFront Investment Group, LLC | Sold out | -10.0k |
Holders, Q2 2024
| Manager | Shares | Change |
|---|